+75.2%
AJG vs PTEN
+87.9%
-12.7%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.2% |
| 7D | -8.3% | +3.5% | -11.7% | -8.4% |
| 30D | -5.7% | +17.5% | -23.2% | -6.5% |
| 3M | +9.1% | +12.7% | -3.6% | +8.2% |
| 6M | +15.2% | +33.1% | -17.9% | +12.8% |
| YTD | -6.3% | +116.4% | -122.7% | -11.4% |
| 1Y | -19.1% | +141.2% | -160.3% | -24.3% |
| 3Y | +8.2% | -3.8% | +12.0% | +6.9% |
| All | +75.2% | +87.9% | -12.7% | +67.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded PTEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling